invested

integrated

Enjoy the flexibility and mobility of our state-of-the-art technology.

inspired

Join our culture of leadership based on a core foundation of integrity, trust and mutual respect.

For the past 125 years, my family has been a leader in the investment industry. We believe the advisor-client relationship to be sacred. It cannot be outsourced or automated.

Tad EdwardsFounder, Chairman & CEO

About Us:

living our core values

Imagine working for a firm that is as committed to your clients as you are; a company where you are free to handle your clients’ accounts as you see fit, while backed by knowledgeable and experienced Home Office personnel. Consider the possibilities offered by an enterprise that relies on an innovative business model to deliver deep product and service solutions to your desktop and your mobile devices. Think of the boundless opportunities afforded by a firm that is free of debt and cherishes its independence. Envision a firm that empowers you to define your professional destiny on your terms and deliver the investment advice your clients expect – and deserve.

Videos:

This firm is as dedicated to my clients as I am. Here I am empowered – and expected – to do what’s right for my clients. That means I am able to concentrate solely on doing what I love most – helping my clients invest and plan for their future.

Our growing base of financial advisors reflects not only the appeal of our firm, its client-centric business model and entrepreneurial culture, but also showcases the efficient processes we have in place to help advisors transition their clients to Benjamin F. Edwards & Co. New advisors receive personalized attention throughout the process—particularly from the firm’s transition specialists who will be onsite with you through the initial stages of your move.

stats:

approximate numbers as of March 17, 2017

63 branches

26 states

450 employees

We have the breadth of quality products that we need as we strive to objectively deliver outstanding investment solutions to our clients without any sales quotas or corporate directives.

Blake DunlopManaging Director – Investments,Home Regional Manager

Solutions:

product and service solutions

Our financial advisors have access to a suite of investment product and service solutions that are designed to support your client’s goals and objectives from the most basic to the complex. Further, we do not offer financial products that are proprietary in nature, or have sales quotas. This means our financial advisors are free to make the recommendations that best suit their clients’ unique financial objectives.

Product Solutions

Planning Solutions

Coming to Ben Edwards reinvigorated me personally and energized my book of business. In fact, after four months, I was exceeding my “normal” monthly production by an average of 15 percent.

Libby Romack, CFP®Branch Manager,Senior Vice President – Investments

Support:

tools and technology

We leverage strategic partnerships with blue chip, third-party solution providers to deliver outstanding technology as well as compliance and operations support, without the burden of costly and inflexible legacy systems. This unique business model helps us continuously enhance our financial advisors’ capabilities to make smart investment decisions and act on them in a timely and efficient manner.

Benefits:

Scalability

Speed to market

Variable cost structure

Best-in-class features

Full mobility

Anchoring our technology platform for critical capabilities such as trading and research is Pershing’s highly-regarded NetX360 multi-purpose platform.

This powerful performance reporting solution is fully integrated with your desktop and has been recognized as a leading tool in recent technology surveys conducted by Investment News and Financial Planning.

MoneyGuidePro, regularly recognized as the most actively used third party solution by advisors, is provided to all of our financial advisors as the standard solution for financial planning.

SalesForce.com has been recognized in recent Financial Planning¹ and Investment News² surveys. This highly customized contact management solution is integrated with the desktop and is made available to all of our advisors to help manage client relationships as well as execute new client campaigns.

The technology is outstanding. Our open architecture, which ensures compatibility with my mobile devices like my smartphone and tablet, combined with management’s willingness to consider other services as needed, is wonderful.

Ward PettyManaging Director – Investments,Southeast Regional Manager

Contact Us:

get in at ben edwards

If you have experience in financial services, share a passion for client service and want to work in a culture based on trust, integrity, mutual respect and fun – we want to talk with you about opportunities with Benjamin F. Edwards & Co.